Zoom Phone integration features

This article outlines the features available when integrating Zoom Phone with CRM platforms, such as Salesforce, ServiceNow, Zendesk, Microsoft Dynamics 365, and so on. It covers a detailed view of the functionalities for each integration.

Requirements for Zoom Phone integration features

Table of Contents

Zoom Phone integration feature list

Feature GroupZoom Phone features available in the CRMBullhornDynamics 365HubSpotOutreachSalesforceServiceNowSmart EmbedZendesk
Call controlsEmbedded Zoom Phone widget/softphone in CRM✓✓✓✓✓✓✓✓
Call controls: answer, reject, mute, hold, record, transfer, conference✓✓✓✓✓✓✓✓
Outbound callOutbound calls via dial pad in Zoom Phone widget✓✓✓✓✓✓✓✓
Click-to-dial from CRM records✓✓✓✓✓✓✓✓
Outbound calls by searching CRM contacts in Zoom Phone widget✓✓✓ ✓ ✓✓
Inbound CallReceive inbound calls in Zoom Phone widget✓✓✓✓✓✓✓✓
Screen popScreen pop of matching CRM record on call✓✓✓✓✓✓ ✓
Call logsSave call notes/dispositions from Zoom Phone to CRM activities✓✓✓✓✓ ✓✓
Call logs stored as CRM activities/tickets✓✓✓✓✓✓✓✓
Call history available in Zoom Phone widget✓✓✓✓✓✓✓✓
Recording & Call SummaryAccess call recordings from Zoom Phone widget and CRM✓✓✓✓✓✓✓✓
Access voicemails from Zoom Phone widget and CRM✓✓✓✓✓✓✓✓
AI call summaries stored in CRM activities ✓✓ ✓ ✓ 
AI call summaries stored in Zoom widget History tab✓ ✓✓   ✓
Voicemail URL stored in CRM activities✓✓✓✓✓✓✓✓
Call recording URL stored in CRM activities✓✓✓✓✓✓✓✓
Screen popSelect from multiple matching CRM contacts for incoming number  ✓    ✓
Create ContactsCreate contacts in CRM for a new caller ✓✓✓   ✓
Create TicketsCreate ticket in CRM from the Zoom widget       ✓
SMSSend SMS from integration✓✓✓✓✓✓✓✓
Receive SMS in integration✓✓✓✓✓✓✓✓
SMS logs stored as CRM activities/records✓✓✓ ✓ ✓ 
Threaded SMS conversation view in Zoom Phone widget✓✓✓✓✓✓✓✓